Civic Intelligence

Sheltercare Foundation

990 • Fiscal year 2018 • EIN 37-1495367

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 01, 2018

Organization ProfileWWW.SHELTERCARE.ORG
499 W 4th AveEugene, OR 97401

(541) 686-1262

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.79x

Higher debt load relative to assets than 88% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

100th percentile

63.74x

Higher debt load relative to revenue than 100% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

7th percentile

-42%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

50th percentile

1.0%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$3,951,511

Up $39,523 (+1.0%) from 2017

Net Assets

Up

$810,490

Up $34,166 (+4.4%) from 2017

Liabilities

Up

$3,141,021

Up $5,357 (+0.2%) from 2017

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin7th percentile

Revenue

Up

$49,279

Up $7,360 (+18%) from 2017

Expenses

Up

$70,168

Up $11,958 (+21%) from 2017

Net Income

Down

-$20,889

Down $4,598 (-28%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $664,087Liabilities 2011: $13,699Net Assets 2011: $650,3882011Assets 2012: $633,192Liabilities 2012: $11,621Net Assets 2012: $621,5712012Assets 2013: $648,769Liabilities 2013: $12,770Net Assets 2013: $635,9992013Assets 2014: $3,873,019Liabilities 2014: $3,134,738Net Assets 2014: $738,2812014Assets 2015: $3,897,868Liabilities 2015: $3,133,903Net Assets 2015: $763,9652015Assets 2016: $3,848,801Liabilities 2016: $3,133,677Net Assets 2016: $715,1242016Assets 2017: $3,911,988Liabilities 2017: $3,135,664Net Assets 2017: $776,3242017Assets 2018: $3,951,511Liabilities 2018: $3,141,021Net Assets 2018: $810,4902018Assets 2019: $3,968,935Liabilities 2019: $3,144,198Net Assets 2019: $824,7372019Assets 2020: $771,911Liabilities 2020: $20,524Net Assets 2020: $751,3872020Assets 2021: $1,020,253Liabilities 2021: $25,073Net Assets 2021: $995,1802021Assets 2022: $937,166Liabilities 2022: $22,848Net Assets 2022: $914,3182022Assets 2023: $922,865Liabilities 2023: $23,720Net Assets 2023: $899,1452023Assets 2024: $954,966Liabilities 2024: $4,347Net Assets 2024: $950,6192024

Highlighted filing

2018

Assets$3,951,511
Liabilities$3,141,021
Net Assets$810,490
Open 2018 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KExpenses 2011: $8,0172011Expenses 2012: $37,7822012Expenses 2013: $49,2802013Revenue 2014: $48,023Expenses 2014: $19,399Net Income 2014: $28,6242014Revenue 2015: $34,609Expenses 2015: $8,824Net Income 2015: $25,7852015Revenue 2016: $41,647Expenses 2016: $59,553Net Income 2016: -$17,9062016Revenue 2017: $41,919Expenses 2017: $58,210Net Income 2017: -$16,2912017Revenue 2018: $49,279Expenses 2018: $70,168Net Income 2018: -$20,8892018Revenue 2019: $38,587Expenses 2019: $71,070Net Income 2019: -$32,4832019Revenue 2020: $28,045Expenses 2020: $93,177Net Income 2020: -$65,1322020Revenue 2021: $42,391Expenses 2021: $38,890Net Income 2021: $3,5012021Revenue 2022: $32,751Expenses 2022: $39,703Net Income 2022: -$6,9522022Revenue 2023: -$1,369Expenses 2023: $70,658Net Income 2023: -$72,0272023Revenue 2024: $9,445Expenses 2024: $45,929Net Income 2024: -$36,4842024

Highlighted filing

2018

Revenue$49,279
Expenses$70,168
Net Income-$20,889
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 1, 2018
Return Version
2017v2.3
Gross Receipts
$49,279
Mission and Program Overview

Mission

To protect and invest the sheltercare endowment fund and its proceeds for the purpose of supporting the ongoing operations of sheltercare as set forth in sheltercare's mission and/or case statement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$3,120,000$3,120,000→ $0
Investments Other Securities$775,157$814,636▲ $39,479
Accounts Receivable$15,600$15,600→ $0
Cash and Non-Interest-Bearing Accounts$1,231$1,275▲ $44
Total Assets$3,911,988$3,951,511▲ $39,523
Liabilities
Other Liabilities$3,135,024$3,136,390▲ $1,366
Accounts Payable and Accrued Expenses$640$4,631▲ $3,991
Total Liabilities$3,135,664$3,141,021▲ $5,357
Net Assets / Fund Balance
Unrestricted Net Assets$776,324$810,490▲ $34,166
Total Net Assets Fund Balance$776,324$810,490▲ $34,166
Total Liabilities and Net Assets / Fund Balance$3,911,988$3,951,511▲ $39,523

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$814,636--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$760,133-▲ $76,259-$798,247
2016$680,511-▲ $90,753-$760,133
2015$686,372$18,000▼ $18,261-$680,511
2014$716,431-▲ $4,919$28,788$686,372
2013$633,956-▲ $101,605$3,226$716,431
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Sandra ScheetzPresident
George RussellDirector
Melinda GrierDirector
Dave HowardSecretary/tr
Jeff HoytVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$49,279
Other Revenue
$0
Change in Net Assets
$-20,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$62,200
Other Expenses$7,968
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$62,200--$62,200
Fees for Services Accounting-$1,550-$1,550
Insurance-$1,329-$1,329
Other Expenses-$948-$948
Office Expenses-$100-$100
Conferences and Meetings-$20-$20
Total Functional Expenses$62,200$7,968$0$70,168
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SheltercareEugene, OR501c3Operations Support$62,200
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan From Sheltercare$3,120,000
Endowment Payable$16,390
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Use of endowment funds are managed by sheltercare.”

Form 990, Page 6, Part VI, Line 8B

“No committees with authority to act on behalf of the governing body.”

Form 990, Page 6, Part VI, Line 11B

“Distributes to board and solicits feedback prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Discussed potention conflicts at board meetings.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Sheltercare Foundation
EIN
37-1495367
Phone
5416861262
Address
499 W 4TH AVE, EUGENE, OR 97401

Signing Officer

Name
Susan Ban
Title
Management Agent
Phone
5416861262
Signed
2018-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandra Scheetz
Formed
2006
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Jones & Roth Pc
Address
PO BOX 10086, EUGENE, OR 97440
Preparer
Kari Young
Phone
5416872320
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Funds are held as general fund and one for each of the three types of services we provide; traumatic brain injury, mental heralth and homeless families.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt03904
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0633956
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0716431
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt116390
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ENDOWMENT PAYABLE
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IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.95070
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDS ARE HELD AS GENERAL FUND AND ONE FOR EACH OF THE THREE TYPES OF SERVICES WE PROVIDE; TRAUMATIC BRAIN INJURY, MENTAL HERALTH AND HOMELESS FAMILIES.
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IRS990ScheduleI/RecipientTable/CashGrantAmt062200
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS SUPPORT
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IRS990ScheduleI/RecipientTable/RecipientEIN0237115003
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0499 W 4TH AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EUGENE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097401
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE AWARDED TO SHELTERCARE WHICH IS THE ORGANIZATION'S SUPPORTED ORGANIZATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0USE OF ENDOWMENT FUNDS ARE MANAGED BY SHELTERCARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISTRIBUTES TO BOARD AND SOLICITS FEEDBACK PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISCUSSED POTENTION CONFLICTS AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SHELTER
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt062200
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH GRANT PROVIDED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SHELTERCARE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd0false
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IRS990/SchoolOperatingInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt070168
IRS990/TotalGrossUBIAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0810490
IRS990/TotalProgramServiceExpensesAmt062200
IRS990/TotalRevenueGrp/ExclusionAmt037607
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011672
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt049279
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0776324
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0WWW.SHELTERCARE.ORG
IRS990/WhistleblowerPolicyInd0false
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ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN BAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGEMENT AGENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05416861262
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELTERCARE FOUNDATION
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ReturnHeader/Filer/PhoneNum05416861262
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ReturnHeader/FilingSecurityInformation/IPDt02018-11-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:48:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930819646
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES & ROTH PC

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,951,511
Liabilities
$3,141,021
Net assets
$810,490
Revenue
$49,279
Expenses
$70,168
Net income
-$20,889
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.01$0.05$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.90$0.00$0.07$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.02$0.91$0.03$0.04$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.03$1.00$0.04$0.04$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.02$0.75$0.03$0.09$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.97$3.14$0.82$0.04$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.95$3.14$0.81$0.05$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.91$3.14$0.78$0.04$0.06$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.85$3.13$0.72$0.04$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.90$3.13$0.76$0.03$0.01$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.87$3.13$0.74$0.05$0.02$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.01$0.64$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.01$0.62$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.01$0.65$0.01